from Expert Zone:

India Markets Weekahead: Ride the bull … for now

By Ambareesh Baliga
November 23, 2014

(Any opinions expressed here are those of the author and not necessarily those of Thomson Reuters)

from Expert Zone:

The future of inflation

November 13, 2014

(Any opinions expressed here are those of the author and not necessarily those of Thomson Reuters)

from India Insight:

Sensex breaches 28,000, but BHEL, Tata Steel still down from life highs

November 5, 2014

The BSE Sensex surged to a fourth straight life high on Wednesday, breaching the psychologically important 28,000 mark as banking shares continued their rally on hopes of a rate cut by the Reserve Bank of India (RBI).

from Expert Zone:

Targeting inflation at 4 percent

October 13, 2014

Finance Minister Arun Jaitley seems to have finally taken the responsibility of targeting inflation as it is a sensitive political issue and could not be left to the discretion of the Reserve Bank of India (RBI). With CPI as the anchor, the target will be 4 percent measured annually (+/-2 percent).

from Expert Zone:

Little chance of an RBI rate cut

September 24, 2014

(Any opinions expressed here are those of the author and not necessarily those of Thomson Reuters)

from Expert Zone:

India Markets Weekahead: ‎Tough for the Nifty to break out of its range

By Ambareesh Baliga
August 17, 2014

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The Nifty continued its upward trajectory to close at a two-week high of 7,792 in a holiday-truncated week. However, this optimism was not reflected in the broader market, especially the mid caps and small caps.

from Expert Zone:

India Markets Weekahead: Tough for Nifty to climb above 7,800

By Ambareesh Baliga
July 20, 2014

(Any opinions expressed here are those of the author and not of Thomson Reuters)

Indian markets were unaffected by the week's international developments, with some help from encouraging domestic macro data and a pep talk by Finance Minister Arun Jaitley in post-budget discussions.

from Expert Zone:

Markets Weekahead: After new Modi govt, correction to continue for a few weeks

By Ambareesh Baliga
June 1, 2014

(Any opinions expressed here are those of the author and not of Thomson Reuters)

After a dream run for markets, we witnessed a correction last week with the Nifty declining about 1.86 percent to close at 7,229. The smaller stocks also paused -- the NSE mid-cap index lost about 4.5 percent.

from Expert Zone:

The rupee at a crossroads

May 19, 2014

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The rupee was tossed around quite a bit in the last 10 months. It dropped to a low of nearly 69 to the dollar, creating an economic crisis, before it recovered and is now at 59-60. The threat is not that it may drop once again, but that it may appreciate further and upset the economy in other ways.

from Expert Zone:

A shortcut to industrial recovery

May 5, 2014

(Any opinions expressed here are those of the author and not of Thomson Reuters)

A worker sprays water over piles of coal at Mundra Port Coal Terminal in the western Indian state of GujaratThe rate of growth in infrastructure industries falling to 2.6 percent in FY2013-14 came as a shock. That’s because these industries had been consistently growing at relatively high rates in the previous three years, in spite of the drop in production in other industries.